Nicola Wealth

Vancouver, Canada Founded: 1994 • Age: 32 yrs
Offers wealth management services and invests in growth-equity companies through funds.
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About Nicola Wealth

Nicola Wealth is a company based in Vancouver (Canada) founded in 1994. It operates as a B2B. Nicola Wealth has completed 1 acquisition, including Levine Financial Group. Nicola Wealth operates in a competitive market with competitors including Wellington-Altus, Harbourfront Wealth Management, IGM Financial, MD Financial Management and Lexaria Bioscience, among others.

  • Headquarter Vancouver, Canada
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Private Capital & Alternative Investments
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
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People of Nicola Wealth
Headcount 500-1000
Employee Profiles 70
Employee Profiles
People
Nadine Deacon
Director Talent Acquisition
People
Megan Dekok
Manager, Client Services
People
Pam Teetaert
Director Of Strategic Planning And Initiatives
People
Max Lane
Senior Manager, Insurance Services | Client Relationship Manager

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Funding Insights of Nicola Wealth

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Nicola Wealth

Nicola Wealth has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Levine Financial Group. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Provider of life, disability, long term care insurance and retirement planning services
1967
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Nicola Wealth

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Nicola Wealth Comparisons

Employees
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Competitors of Nicola Wealth

Nicola Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Wellington-Altus, Harbourfront Wealth Management, IGM Financial, MD Financial Management and Lexaria Bioscience, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Wealth management services are provided by Wellington-Altus.
domain founded_year HQ Location
Wealth management services are provided to clients in Canada.
domain founded_year HQ Location
Wealth and investment management services are provided to clients.
domain founded_year HQ Location
Wealth management services are provided to physicians.
domain founded_year HQ Location
Patented drug delivery technology is developed for bioactive molecules.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Nicola Wealth

Frequently Asked Questions about Nicola Wealth

When was Nicola Wealth founded?

Nicola Wealth was founded in 1994.

Where is Nicola Wealth located?

Nicola Wealth is headquartered in Vancouver, Canada. It is registered at Vancouver, British Columbia, Canada.

What does Nicola Wealth do?

Nicola Wealth offers wealth management services and invests in growth-equity companies through funds through finance, investment management, managing wealth portfolios, and growth-equity funds. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.

Who are the top competitors of Nicola Wealth?

Nicola Wealth's top competitors include Lexaria Bioscience, Wellington-Altus and IGM Financial.

How many acquisitions has Nicola Wealth made?

Nicola Wealth has made 1 acquisition, including Levine Financial Group.

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